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FUNDRAISING NEWS | May 02, 2024

Father-Son Duo Launch Guardian Partners Wealth Management via LPL

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Mitchell "Mitch" and Wesley "Wes" McCann have transitioned from Ameriprise to LPL Financial. Through this transition the father-son duo has established Guardian Partners Wealth Management, an independent financial practice located in Bloomfield Hills, Michigan. Guardian Partners manages approximately $240 million in assets, which they brought over from Ameriprise. 

Mitch has over 35 years of experience in financial services, first registering with Prudential Securities back in 1988. 

Wesley joined his father five years ago and both focus on a clientele that is approaching or already in retirement. The team, including office manager Nicole Obarto, prioritizes personalized financial planning to maximize client assets in retirement.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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